2018-10-08T14:17:12-05:00 2017-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-01-01 521738992 SHELTER FOUNDATION INC SHEL 4109620595 111 S CALVERT STREET NO 2700 BALTIMORE MD 21202 MARK K JOSEPH PRESIDENT 4109620595 2018-10-08 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.15 2018-10-08 12:33:38 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2017 2018-06-14 16:35:46Z MARK K JOSEPH 111 S CALVERT STREET NO 2700 BALTIMORE MD 21202 23896932 0 X N/A X 1988 MD TO PROVIDE AFFORDABLE HOUSING TO PERSONS OF LOW AND MODERATE INCOME AND TO MAKE GRANTS TO NONPROFIT ORGANIZATIONS AND AGENCIES THAT ADDRESS THE NEEDS OF CHILDREN, THE ELDERLY AND THE COMMUNITY. 7 7 0 7 0 0 0 0 2545373 2539112 535334 12714343 397926 21268 3478633 15274723 11214623 5576090 0 0 0 0 0 0 0 2361408 2354962 13576031 7931052 -10097398 7343671 45008397 52039122 19342587 15120045 25665810 36919077 X TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS. 0 0 7720184 5576090 2560380 TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS. 7720184 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 MD X TRACEY TIZARD 4109620595 111 S CALVERT STREET NO 2700 BALTIMORE MD 21202 X PATRICIA H JOSEPH CHAIRPERSON 1.00 X X 0 0 0 JESSICA K JOSEPH VICE-PRESIDENT 1.00 X X 0 0 0 CARA S WEIMAN VICE-PRESIDENT 1.00 X X 0 0 0 ROBERT C EMBRY JR SECRETARY 1.00 X X 0 0 0 PATRICIA P BAUM DIRECTOR 1.00 X 0 0 0 JONATHAN D EISNER DIRECTOR 1.00 X 0 0 0 SHALE D STILLER DIRECTOR 1.00 X 0 0 0 MARK K JOSEPH PRESIDENT/TREASURER 1.00 X 0 0 0 MARILYNN K DUKER VICE-PRESIDENT 1.00 X 0 0 0 TRACEY R TIZARD ASSISTANT SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 RENTAL INCOME 900099 2539112 2539112 2539112 838367 838367 9198455 11299730 8572209 50000 626246 11249730 11875976 11875976 OTHER INCOME 900099 21268 21268 21268 15274723 2560380 0 12714343 5576090 5576090 81214 81214 24305 22603 1702 48772 48772 1138 1138 11150 11150 413955 370055 43900 362539 361543 996 128259 128259 503809 503809 307859 307859 7587 7587 OPERATIONS & MAINTENANC 376799 376799 OTHER EXPENSES 56827 47631 9196 DUES 16363 16363 AMORTIZATION 14386 14386 7931052 7720184 210868 0 628208 715988 2647568 4608802 8298 1930367 2355300 42903 164313 144219 12388499 6469964 6186993 5918535 32048824 37969570 59375 53344 909518 655394 45008397 52039122 102956 195239 8279800 6490130 3454 2809 10088094 7824503 868283 607364 19342587 15120045 X 25665810 36919077 25665810 36919077 45008397 52039122 7343671 2776796 1132800 0 X 0 1 X 1 0 X 3295930 3714235 3897947 2943299 2560380 16411791 3295930 3714235 3897947 2943299 2560380 16411791 0 0 0 16411791 222676 432592 423828 744800 838367 2662263 222676 432592 423828 744800 838367 2662263 3518606 4146827 4321775 3688099 3398747 19074054 0.86040 0.88030 0.13960 0.11970 X 750000 750000 11305588 6225682 5079906 332911 244282 88629 5918535 ACCRUED INTEREST PAYABLE 41472 SECURITY DEPOSIT LIABILITY 51091 TAXES PAYABLE 514801 607364 X 25180286 2776796 18917945 21694741 3485545 11789178 11789178 15274723 15079606 7148554 7148554 7931052 0 7931052 PART X, LINE 2: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2017, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY REVENUE RECORDED IN CONSOLIDATED FINANCIAL STATEMENTS 18,917,945. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION INCLUDED IN PART VIII, LINE 1F 11,789,178. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES RECORDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,148,554. 1 ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE 190 W OSTEND STREET SUITE 210 BALTIMORE MD 21230 522056349 501(C)(3) 7500 CONTRIBUTION ASSOCIATED BLACK CHARITIES INC 1114 CATHEDRAL ST 200 BALTIMORE MD 21201 521427774 501(C)(3) 16000 CONTRIBUTION ASSOCIATION OF BALTIMORE AREA GRANTMAKERS 2 E READ ST BALTIMORE MD 21202 521326863 501(C)(3) 15302 CONTRIBUTION BALTIMORE COMMUNITY FOUNDATION 2 E READ ST 9TH FL BALTIMORE MD 21202 237180620 501(C)(3) 6150 CONTRIBUTION STRONG CITY BALTIMORE 3503 N CHARLES STREET BALTIMORE MD 21218 520897806 501(C)(3) 100000 CONTRIBUTION BALTIMORE HOMECOMING INC 3700 ODONNELL ST SUITE 200 BALTIMORE MD 21224 822350770 501(C)(3) 15000 CONTRIBUTION BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN 128 W FRANKLIN ST BALTIMORE MD 21201 262221540 501(C)(3) 15000 CONTRIBUTION BALTIMORE MUSEUM OF ART 10 ART MUSEUM DRIVE BALTIMORE MD 21218 526000162 501(C)(3) 10000 CONTRIBUTION BALTIMORE SCHOOL FOR THE ARTS FOUNDATION 712 CATHEDRAL STREET BALTIMORE MD 21201 521174284 501(C)(3) 10000 CONTRIBUTION BALTIMORE SYMPHONY ORCHESTRA INC 1212 CATHEDRAL STREET BALTIMORE MD 21201 520629696 501(C)(3) 50000 CONTRIBUTION BALTIMORE'S PROMISE 1 VILLAGE SQUARE BALTIMORE MD 21210 464939110 501(C)(3) 73875 CONTRIBUTION BROWN UNIVERSITY 69 BROWN ST BOX 1822 PROVIDENCE RI 02912 050258809 501(C)(3) 50000 CONTRIBUTION CENTER FOR URBAN FAMILIES 2201 N MONROE ST BALTIMORE MD 21217 522142708 501(C)(3) 96625 CONTRIBUTION CENTER STAGE 700 N CALVERT STREET BALTIMORE MD 21202 520780194 501(C)(3) 14500 CONTRIBUTION COLLEGEBOUND FOUNDATION 300 WATER STREET STE 300 BALTIMORE MD 21202 521598921 501(C)(3) 10000 CONTRIBUTION ENOCH PRATT FREE LIBRARY 400 CATHEDRAL ST BALTIMORE MD 21201 526001143 501(C)(3) 15000 CONTRIBUTION EUTAW PLACE NON PROFIT 918 CHAUNCEY AVE BALTIMORE MD 21217 814681685 501(C)(3) 290000 CONTRIBUTION EVERYMAN THEATRE 315 W FAYETTE ST BALTIMORE MD 21201 521593239 501(C)(3) 15000 CONTRIBUTION JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 97600 CONTRIBUTION KENNEDY KRIEGER INSTITUTE 707 NORTH BROADWAY BALTIMORE MD 21205 521734695 501(C)(3) 12100 CONTRIBUTION KIPP BALTIMORE 4701 GREENSPRING AVE BALTIMORE MD 21209 522342513 501(C)(3) 50000 CONTRIBUTION LIVING CLASSROOM FOUNDATION 802 S CAROLINE ST BALTIMORE MD 21231 521369524 501(C)(3) 100000 CONTRIBUTION MARYLAND FOOD BANK 2200 HALETHORPE FARMS ROAD BALTIMORE MD 21227 521135690 501(C)(3) 15000 CONTRIBUTION THE PRODUCERS CLUB OF MARYLAND INC 34 E 25TH STREET BALTIMORE MD 21218 521828837 501(C)(3) 50000 CONTRIBUTION MENTORING MENTORS INC 3447 CARRIAGE HILL CIRCLE 103 RANDALLSTOWN MD 21133 473138966 501(C)(3) 8961 CONTRIBUTION MPT FOUNDATION INC 11767 OWINGS MILLS BLVD 2 OWINGS MILLS MD 21117 521224503 501(C)(3) 6000 CONTRIBUTION TEACH FOR AMERICA 2601 NORTH HOWARD STREET SUITE 300 BALTIMORE MD 21218 133541913 501(C)(3) 966250 CONTRIBUTION THE ASSOCIATED 101 W MOUNT ROYAL AVE BALTIMORE MD 21201 526024192 501(C)(3) 305000 CONTRIBUTION THE GIL SANDLER FUND INC 5614 ENDERLY RD BALTIMORE MD 21212 811229396 501(C)(3) 50000 CONTRIBUTION THE LYRIC FOUNDATION INC 110 WEST MOUNT ROYAL AVE BALTIMORE MD 21201 526080460 501(C)(3) 7000 CONTRIBUTION THREAD PO BOX 1584 BALTIMORE MD 21203 841700955 501(C)(3) 2842500 CONTRIBUTION TRF DP (REBUILD METRO INC) 1129 N CAROLINE ST BALTIMORE MD 21213 232371667 501(C)(3) 7097 CONTRIBUTION UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES ST BALTIMORE MD 21201 237036780 501(C)(3) 180000 CONTRIBUTION CATHOLIC CHARITIES 1966 GREENSPRING DRIVE TIMONIUM MD 21093 520591538 501(C)(3) 12500 CONTRIBUTION 34 PART I, LINE 2: GRANTS AND CONTRIBUTIONS ARE SUBMITTED TO THE CHAIRPERSON AND PRESIDENT FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS, ANNUALLY, APPROVES THESE GRANTS AND CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 MARK JOSEPH AND PATRICIA JOSEPH ARE HUSBAND AND WIFE CARA WEIMAN AND JESSICA JOSEPH ARE THE DAUGHTERS OF MARK AND PATRICIA JOSEPH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTANT OF THE FOUNDATION. ONCE PREPARED, THE PRESIDENT AND CHAIRPERSON REVIEW FORM 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT AND CHAIRPERSON OF THE FOUNDATION MONITOR ALL TRANSACTIONS FOR CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. PARK VIEW AT BEL AIR DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 522210407 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 2701887 0 1 GLEN BURNIE DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 383655425 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 2395997 0 1 SNOWDEN RIVER DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 141889259 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 806378 0 1 ELLICOTT CITY II DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 522271724 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 1534541 0 1 PARKVILLE DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 510394855 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 3142011 0 1 COLDSPRING DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 522200928 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD SHELTER FOUNDATION RELATED 1223284 0 1 WOODBRIDGE COMMONS DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 010809931 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 3654108 0 1 TSF INVESTMENT CORPORATION 621 PRATT ST BALTIMORE MD 21202 522096220 INVESTMENTS IN LOW INCOME HOUSING; SOLD ON 08/01/2017 MD SHELTER FOUNDATION INC C 18917945 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 TSF INVESTMENT CORPORATION S 11249730 CASH